HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
479
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$6.17M
3
+$4.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.45M
5
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$2.04M

Top Sells

1
+$1.14M
2
+$609K
3
+$517K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$434K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$298K

Sector Composition

1 Technology 3.36%
2 Financials 2.53%
3 Healthcare 2%
4 Industrials 1.81%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.1%
+2,113
77
$203K 0.1%
7,050
+415
78
$186K 0.09%
+1,248
79
$186K 0.09%
+1,551
80
$183K 0.09%
5,945
-784
81
$183K 0.09%
4,813
+1,050
82
$180K 0.09%
+3,222
83
$178K 0.09%
+715
84
$171K 0.08%
+1,400
85
$166K 0.08%
+2,225
86
$165K 0.08%
+812
87
$163K 0.08%
2,800
-220
88
$163K 0.08%
6,675
+1
89
$156K 0.08%
+645
90
$152K 0.07%
+1,879
91
$149K 0.07%
+1,888
92
$147K 0.07%
8,665
93
$147K 0.07%
+5,700
94
$142K 0.07%
7,108
-5
95
$142K 0.07%
+1,100
96
$140K 0.07%
+1,049
97
$139K 0.07%
+3,678
98
$135K 0.07%
+2,054
99
$133K 0.06%
1,093
-509
100
$131K 0.06%
+911
2 3
4
5 6